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What is Lockstep?

Lockstep, an acclaimed platform that unites finance teams globally, is enhancing their collaborative efficiency. Established in 2019, Lockstep aims to eradicate cash traps and discrepancies resulting from the manual synchronization of financial records between B2B trading partners. Operating out of Seattle, Lockstep offers a connected accounting cloud that allows organizations to forge reliable and compliant accounting relationships. This trusted accounting solution supports businesses of all sizes in optimizing their collections management processes, ultimately driving better financial outcomes. With Lockstep, finance teams can focus more on strategic initiatives rather than being bogged down by administrative tasks.

What is LockStep?

LockStep provides an intuitive and rapid authoring platform that includes all the integrated editors found in WinSequence Enterprise. It facilitates direct image capture with compatible cameras, akin to the capabilities of WinSequence Enterprise. Unlike its enterprise counterpart, LockStep is designed specifically for smaller businesses that need a simple, single-user desktop solution for generating and exporting well-formatted PDF instructions. Both LockStep and the enterprise products utilize the same data model, which allows for an easy upgrade to the enterprise suite whenever required. This transition typically happens when there is a need for a multi-user solution that can function over a network, the desire for electronic work instructions that can be accessed through a web browser in a production setting, or when there is a requirement to connect with other IT systems. Importantly, WinSequence Enterprise retains the same user interface as LockStep, which means that users can quickly adapt to the enhanced features of WinSequence with minimal additional training. This seamless transition enhances efficiency and ensures that users who are already acquainted with LockStep can leverage the advanced capabilities of the enterprise offering without significant hurdles. Furthermore, this capability not only streamlines operations but also supports the growth of businesses as they scale up their documentation needs.

Media

Media

Integrations Supported

Epicor Eclipse
Epicor Financials
Epicor Propello
Infor CloudSuite Business
Latitude ERP
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
NetSuite
QuickBooks Online
QuickBooks Online Advanced
SAP CRM
Sage 100
Sage 100 Contractor
Sage 200
Sage 300
Sage 300 Construction and Real Estate (CRE)
Sage 500
Sage Intacct
Sage X3

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

For pricing details, connect with a Lockstep Product Specialist or visit our website!

Pricing Information

$799.00/one-time/user
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Lockstep

Date Founded

2019

Company Location

United States

Company Website

lockstep.io

Company Facts

Organization Name

FFD

Date Founded

2004

Company Location

United States

Company Website

www.sequencesoftware.com

Categories and Features

Accounting

Accounts Receivable
Billing & Invoicing
Multi-Currency
Purchase Orders

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Collections Management
Online Payment Processing
Partial Payments
Receivables Ledger
Recurring Billing

AR Automation

Not specified

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Invoice History
Multi-Currency
Online Payments
Payment Processing
Project Billing
Service Ticket Billing
Tax Calculator

Debt Collection

Automated Notices
Callback Scheduling
Client Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Finance

Not specified

Categories and Features

Help Authoring Tools

Not specified

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